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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,957 | $65,423-69.5% | $98,477-79.7% | $85,856-76.8% |
| Participation rate | 60.0% | 65.0%-5.0pp | 73.3%-13.3pp | 69.3%-9.3pp |
| Annual return | 11.78% | 21.76%-10.0pp | 1493.59%-1481.8pp | 318.58%-306.8pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,589 | $3,167-49.8% | $4,276-62.9% | $3,952-59.8% |
| Admin fee / account holder | $393 | $4,594-91.5% | $5,951-93.4% | $6,261-93.7% |